Institutional & Family Asset Management’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-28
| Closed | -$1K | – | 774 |
|
|
2022
Q1 | $1K | Sell |
28
-2
| -7% | -$71 | ﹤0.01% | 712 |
|
|
2021
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 677 |
|
|
2021
Q3 | $2K | Sell |
30
-20
| -40% | -$1.33K | ﹤0.01% | 786 |
|
|
2021
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 783 |
|
|
2021
Q1 | $3K | Sell |
50
-28
| -36% | -$1.68K | ﹤0.01% | 756 |
|
|
2020
Q4 | $5K | Sell |
78
-2
| -3% | -$128 | ﹤0.01% | 650 |
|
|
2020
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 591 |
|
|
2020
Q2 | $4K | Buy |
80
+4
| +5% | +$200 | ﹤0.01% | 612 |
|
|
2020
Q1 | $3K | Hold |
76
| – | – | ﹤0.01% | 593 |
|
|
2019
Q4 | $3K | Hold |
76
| – | – | ﹤0.01% | 676 |
|
|
2019
Q3 | $3K | Hold |
76
| – | – | ﹤0.01% | 639 |
|
|
2019
Q2 | $3K | Hold |
76
| – | – | ﹤0.01% | 669 |
|
|
2019
Q1 | $2K | Hold |
76
| – | – | ﹤0.01% | 729 |
|
|
2018
Q4 | $2K | Hold |
76
| – | – | ﹤0.01% | 704 |
|
|
2018
Q3 | $2K | Hold |
76
| – | – | ﹤0.01% | 747 |
|
|
2018
Q2 | $2K | Hold |
76
| – | – | ﹤0.01% | 735 |
|
|
2018
Q1 | $2K | Buy |
+76
| New | +$2K | ﹤0.01% | 724 |
|